Document - Unity Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Unity Client

Platform
OnBase
Product
Unity Client
Release
Foundation 23.1
License
Standard
Premier
Essential

Document options control settings for documents retrieved in the Unity Client. The following options are available on the Document tab:

Document Option

Description

Automatically open if search returns a single result.

When a Document Retrieval or Custom Query search results list contains a single document, the document is automatically displayed.

If the Automatically display document viewer with search results user option in the General tab is also selected or the Document Viewer pane is displayed, the document is displayed in the Document Viewer pane.

If the Automatically display document viewer with search results user option is not selected, the document is displayed in a new window.

Automatically display the Notes Task Pane when viewing documents

When a document is viewed, the Notes Task Pane is automatically displayed. The Notes Task Pane is displayed even if no notes are associated with the document.

Note:

This option is not respected when viewing documents through the Document Knowledge Transfer module.

Close standalone viewer when viewing .MSG documents

When an .MSG document is viewed, the standalone viewer is closed.

Open email documents as images

Email documents will open as images in the Document Viewer. When this option is not selected, email documents will automatically open externally in their native application.

Note:

Email documents opened in the Document Viewer can be opened externally in their native application by selecting View in Native Format from the Viewer Options ribbon group.

Note:

Email attachments are not included.

Open Microsoft Office documents using the Office Business Applications

If you are licensed for the Office Business Application module, Microsoft Office documents will open in the Office Business Application module.

When selecting this option, note the following:

  • This option is not respected when importing a document as a revision.

  • This option is not respected when viewing Microsoft Office documents through the Document Knowledge Transfer module.

  • If you are running the 64-bit version of Microsoft Office, this option is automatically selected.

Open PDF documents externally using the system default application

PDF documents will open using the system's default PDF application.

Disable the Google Viewer when viewing Microsoft Office documents

Microsoft Office documents will not be opened using the Google Services Integration Viewer. Instead, they will open using the OLE viewer or using the Integrated Office Viewer if it is enabled.

When this option is not selected, Microsoft Office documents will open in the Google Services Integration Viewer if it is enabled.

Image Option

Description

Hide Notes

Notes icons are not displayed in the Document Viewer.

Hide Annotations

Annotations are not displayed in the Document Viewer.

Hide Thumbnails

Thumbnails are not displayed in the Document Viewer.

Hide Blank Pages

Pages of image documents hidden by Blank Page Suppression are not displayed in certain viewers.

If the page number of a suppressed page is selected, that page is still shown as normal. When navigated away from, the page will not be hidden again until the pages are refreshed.

The following items should be noted with Hide Blank Pages:

  • The page count includes hidden pages.

  • This option applies to documents scanned into OnBase through a batch scan process.

  • This option does not apply in Document Separation or the editing layout, when working with signatures, when printing, when emailing, or when saving documents to file.

  • This option is only available if the database has been configured for Blank Page Suppression. Contact your system administrator for more information.

Auto-Save Flip and Rotation

Any flip or rotation you apply to an image document is automatically saved.

Reset Image Scale on Page Change

When navigating between pages, the image scale is reset to default settings.

Disable Continuous Scrolling

Disables automatic scrolling to the next page when reaching the bottom of the page.

Image Scale

Description

Fit To Width

Image documents are scaled so that their width is the same as the width of the Document Viewer.

Fit To Window

Image documents are scaled so that the entire image is displayed in the Document Viewer.

Actual Size

Image documents are displayed in their actual size.

Auto Display Keyword Option

Description

Show Always

The Keywords window is displayed when viewing documents containing Keyword Types that are configured to automatically display.

Show Collapsed

The Keywords window is displayed minimized when viewing containing Keyword Types that are configured to automatically display.

Hide

The Keywords window is not displayed when viewing containing Keyword Types that are configured to automatically display.

Thumbnail Cache Settings

Description

Maximum Thumbnails per Batch

This setting determines how many thumbnails are loaded at once in each batch of thumbnails.

Note:

This setting must be lower than Maximum Concurrent Thumbnail Downloads.

Maximum Concurrent Thumbnail Downloads

This setting determines how many total thumbnails can be requested from the Application Server at once.

Note:

This setting must be higher than Maximum Thumbnails per Batch.